401(k) · DOL Form 5500 · 2022

Waterstreet Retail Inc 401(k) Plan

Data updated 2026-08-25

$750K
Total assets Small plan by assets
13
Participants Small participant base
22nd
Percentile by assets National rank
$57,677
Avg per participant Low balance/head
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Official DOL plan name: Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Waterstreet Retail Inc · Minnesota · Retail Trade

$750K in assets, 13 participants

Waterstreet Retail Inc's Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust reported $750K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,045 in Retail Trade (9,519 peers)

Waterstreet Retail Inc multi-year trail

Waterstreet Retail Inc's plans moved +83.7% in assets from 2022 to 2024; this filing shows Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust at $750K / 13 participants.

#3,045
in Retail Trade (9,519 peers)
-1.5%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$749,795 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 262442932 · Waterstreet Retail Inc PY 2022 · 401(k)

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust · $750K · 13 · 22nd

  • SCH $750K
  • EBSA 13
  • PART 22nd
  • TYPE 401(k)
  • NET near Peerless of America
  • BOOK ind #3045

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Minnesota →

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Waterstreet Retail Inc 401(k) Profit Sharing Plan & TrustWaterstreet Retail Inc 401(k…$750KPeerless of America$750KKentucky and Ohio Pizza Huts 401(k) PlanKentucky and Ohio Pizza Huts…$750KKentucky and Ohio Pizza Huts 401(k) PlanKentucky and Ohio Pizza Huts…$750KGriffin Franchising, Inc. 401(k) Profit Sharing PlanGriffin Franchising, Inc. 40…$750K
End-of-year total assets ($M) among Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Waterstreet Retail Inc multi-year asset trail

Sponsor-wide plan assets over time

All Waterstreet Retail Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 83.71754946352003% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.75M $1.38M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 13 $750K
2023 1 10 $1M
2024 1 10 $1M

Waterstreet Retail Inc filing trail (2022)

Total Assets (Beginning of Year)$761K
Net Assets (End of Year)$750K
Net Income-$11K
Employer EIN262442932
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000749795 · Participants: 13Waterstreet Retail Inc 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Peerless of America in IL ($750K); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($750K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 1.5% during 2022, from $761K to $750K. Reported net income was -$11K.
How have Waterstreet Retail Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterstreet Retail Inc's sponsor-wide assets grew 83.7%, from $750K to $1M.
Where does Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Peerless of America in IL ($750K, 74 participants).
Which 401(k) plans cover a similar participant headcount to Waterstreet Retail Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262442932.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.